Pacific Sun Financial’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Pacific Sun Financial’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+6,145	New	+$191K	0.08%	212
2026 Q1	–	Sell	-6,395	Closed	-$204K	–	210
2025 Q4	$204K	Buy	+6,395	New	+$199K	0.1%	198
2025 Q1	–	Sell	-6,830	Closed	-$200K	–	187
2024 Q4	$200K	Sell	6,830 -700	-9%	-$21.5K	0.11%	181
2024 Q3	$243K	Hold	7,530	–	–	0.13%	162
2024 Q2	$226K	Hold	7,530	–	–	0.13%	163
2024 Q1	$239K	Sell	7,530 -200	-3%	-$6.14K	0.14%	160
2023 Q4	$230K	Sell	7,730 -700	-8%	-$19.2K	0.15%	160
2023 Q3	$231K	Hold	8,430	–	–	0.16%	150
2023 Q2	$246K	Buy	+8,430	New	+$247K	0.16%	150
2022 Q4	$243K	Sell	8,430 -1,000	-11%	-$27.9K	0.17%	151
2022 Q3	$237K	Buy	9,430 +30	+0.3%	+$822	0.17%	155
2022 Q2	$252K	Buy	9,400 +40	+0.4%	+$1.13K	0.17%	154
2022 Q1	$287K	Buy	9,360 +210	+2%	+$6.28K	0.16%	149
2021 Q4	$293K	Hold	9,150	–	–	0.16%	153
2021 Q3	$273K	Buy	+9,150	New	+$282K	0.16%	150
2020 Q3	$245K	Buy	10,400 +400	+4%	+$9.42K	0.2%	132
2020 Q2	$222K	Buy	+10,000	New	+$214K	0.2%	132
2020 Q1	–	Sell	-9,750	Closed	-$216K	–	135
2019 Q4	$216K	Buy	+9,750	New	+$204K	0.19%	133

Other funds holding RSPH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pacific Sun Financial's RSPH Position: Q2 2026 in Review

Pacific Sun Financial opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026: 6,145 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #212 among its holdings. This is a return to the name: Pacific Sun Financial previously reported a position in RSPH as recently as Q4 2025.

Pacific Sun Financial first reported a position in RSPH in Q4 2019 and has held it in 18 quarters since. The position peaked at $293K in Q4 2021. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Pacific Sun Financial held 6,145 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $204K as of Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF was a new Pacific Sun Financial position in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.08% of Pacific Sun Financial's portfolio in Q2 2026, its #212 holding.
Pacific Sun Financial first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2019 and has held it in 18 quarters since.
Pacific Sun Financial's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $293K in Q4 2021.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.